Ray Dalio: “Think About How To Rotate Your Portfolio To Buy That Which Is Cheap And Sell That Which Is Expensive”

Last week Ray Dalio did a question and answer session with some folks on Reddit where he shared a number of valuable investing insights. Dalio started the conversation with the following message: Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid?“I’m Ray Dalio—founder of [...]

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Mohnish Pabrai: “We Can Do Really Well In The Business Even If We Don’t Understand 98% Of The Markets And The Companies In Them”

Here’s a great recent interview with Mohnish Pabrai and the folks at ET. During the interview Pabrai provided a number of valuable insights on his value investing approach. Here are some excerpts from that interview: Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should [...]

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Undervalued United Therapeutics Corporation (UTHR)

One of the cheapest stocks in our All Investable Stock Screener is United Therapeutics Corporation (NASDAQ: UTHR). Q1 hedge fund letters, conference, scoops etc, Also read Lear Capital: Financial Products You Should Avoid? United Therapeutics specializes in drug development for pulmonary arterial hypertension, a rare and progressive disease marked by abnormally high blood [...]

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James Montier: You Can Turn Behavioral Biases Into An Advantage Using A Valuation-Based Framework

We’ve just been listening to a great interview with James Montier on Meb Faber’s podcast. During the interview Montier provides some great insights to help investors protect themselves from their behavioral biases. Montier says that you can actually turn behavioral biases, like anchoring, into an advantage using a valuation-based [...]

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Charlie Munger: The First Rule Of Value Investing

Here’s a great interview with Charlie Munger and Yahoo Finance Editor-In-Chief Andy Serwer. During the interview Munger discusses the first rule of value investing: Q1 hedge fund letters, conference, scoops etc, Also read Lear CapitalValue investing has changed over the years, but the fundamental way its disciples think about it [...]

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Charlie Munger: The Parable Of Basicland

Several years ago, Charles Munger wrote a great piece called – Basically, It’s Over – A parable about how one nation came to financial ruin.Get The Full Series in PDF Get the entire 10-part series on Charlie Munger in PDF. Save it to your desktop, read it on your tablet, or [...]

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